Family & Estate Planning


Why You Should Seriously Consider a Roth 401(k)

You know I love, love, love Roth IRAs. One of the prime reasons being that...

Read Now

Three Steps to Guaranteed Financial Independence

As a nation we set aside one day a year to formally celebrate our...

Read Now

How to Get the Most Out of Social Security

Your Social Security retirement benefit is one of the most valuable pieces...

Read Now

How To Marry Your Finances

It’s no secret that money can be a serious wedge issue for couples....

Read Now

Avoid This Common and Costly Insurance Mistake

If you have a low deductible of just $250 or $500 on your homeowner or car...

Read Now

Life Insurance Made Easy. Really!

Life insurance is such a difficult financial hurdle for so many of you....

Read Now

Long-Term Care Insurance Update

I have said over and over again that as you enter your late 40's to 50's...

Read Now

Same-Sex Marriage Ban Ends in Florida

Last night KT and I were lucky enough to get to go to the courthouse in Del...

Read Now

Let’s Not Sell Young Retirement Savers Short

A recent paper from the influential Research Affiliates investment...

Read Now

What Baby Boomers Are Getting So Wrong About Retirement

Listen up my 60 something friends (and those of you heading to that...

Read Now

Karma Is Not A Negotiating Tool

I am a big believer in karma. But to suggest that good karma should be the...

Read Now

Suze Orman’s Dos and Don’ts during government turmoil

Congress’ shenanigans to shut down the government for 16 days this month...

Read Now